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Deactivate projects from backend or through xog

  • 1.  Deactivate projects from backend or through xog

    Posted Oct 23, 2013 08:44 PM
    Hi,

    We want to deactivate around 5000 projects in the system. The reason for this backlog was - PM's were not given access to Financials subpage and they were not able to Close the financial status, hence project could not be deactivated. Now from system cleanup point of view, we want to close these projects and following are the activities involved -

    1. Close the financial status.
    2. Uncheck timeshet entry checkbox if its still checked.
    3. Mark Project stage as 'Closed'. (Custom field)
    4. Inactive the project.

    Doing this work from frontend would take lot of time. Is there any easy way to de-activate the projects from backend or through xog? I tried to xogout one project and changed the financial status from 'Open' to 'Closed' and tried to xogin the project xml but its throwing an error.

    <ErrorInformation>
    <Severity>FATAL</Severity>
    <Description>Project Object update failed</Description>
    <Exception><![CDATA[
    com.niku.xql2.XQLVisitorException

    at com.niku.xql2.handlers.UpdateHandler.process(UpdateHandler.java:55)

    at com.niku.xql2.XQLVisitor.process(XQLVisitor.java:1168)

    at com.niku.union.xml.dom.DOMWalker.process(DOMWalker.java:243)

    at com.niku.union.xml.dom.DOMWalker.traverseIntern(DOMWalker.java:114)

    at com.niku.union.xml.dom.DOMWalker.traverseIntern(DOMWalker.java:92)

    at com.niku.union.xml.dom.DOMWalker.traverse(DOMWalker.java:51)


    Any ideas?

    Thanks
    Vinod Jadhav


  • 2.  RE: Deactivate projects from backend or through xog

    Posted Oct 24, 2013 01:37 AM
    Can you share the input file?

    Martti K.


  • 3.  RE: Deactivate projects from backend or through xog

    Posted Oct 24, 2013 02:37 AM
    Attached is the project xogout file and error message.

    Attachment(s)

    xml
    project_read.xml   16 KB 1 version
    xml
    error message.xml   7 KB 1 version


  • 4.  RE: Deactivate projects from backend or through xog

    Posted Oct 24, 2013 02:38 AM
    We are on Clarity v12.1.3.


  • 5.  RE: Deactivate projects from backend or through xog

    Posted Oct 24, 2013 08:53 AM
    You are probably hitting a known issue: CLRT-72912 - Error odf.pmd.20058 :
    External Billing has been removed so you should be able to set Financial Status to Closed for Financial Type set to Standard

    This can be verified by checking the project financials page and trying to manually close a financially enabled project with the Financial Type set to Standard. If you change the value to "Internal" you should be able to set the Financial Status to "Closed" and not incur the error. For projects set to Financial Type = "Standard" the error will occur if you try and manually close the project or try to close via XOG.

    Suggest you create a process using system actions to set the project Financial Type to "Internal" then set the Financial Status to "Closed". You can also set actions to uncheck the active checkbox. Set the process to Auto Start on update. Create a very simply xog file to test with using project name and code values for a small subset of projects. Run the project xog to have the projects update. This should trigger your process to close out the updated projects.